Customer relationship management (CRM) software company Really Simple Systems is introducing an eInvoice solution designed to integrate with QuickBooks Online, the company said in a press release Thursday (Sept. 12).
Using a template from enterprise app interconnectivity firm Zapier, Really Simple Systems is integrating into QuickBooks Online to automate invoice generation for its joint customers. The connection also updates customer records in QuickBooks by using data in Really Simple Systems’ CRM offering, allowing businesses to streamline the sale-to-invoice process.
“Our Zapier Template with QuickBooks Online makes the integration quick and easy to set up,” explained Really Simple Systems CEO John Paterson. “The required fields automatically default to the correct settings to capture the invoicing data from the CRM. This means when you close a sales opportunity that has been created in the CRM, invoices will automatically be generated in QuickBooks Online. All the information is synchronized with QuickBooks where users can then send the invoice to their customer.”
He added that this reduces the risk of errors related to manual data entry and supports improved efficiencies and visibility into sales and finances for businesses. Users can then track accounts receivable and incoming payments, the firm noted.
Paterson also pointed to the growing adoption of QuickBooks Online, including among Really Simple Systems’ client base.
That growing adoption makes QuickBooks a popular integration target for other B2B FinTechs.
In May payroll software company ADP announced an enhanced integration with the cloud accounting solution, allowing QuickBooks Online users to connect their account data with ADP’s RUN web-based payroll platform for small businesses.
July saw the integration of logistics payments company RoadSync with the accounting tool, a tie-up enabling users to automate the movement of transaction information from RoadSync into the accounting portal for more accurate, automated accounting and reconciliation.
We’re always on the lookout for opportunities to partner with innovators and disruptors.
Learn More